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Friday 24 January 2025
China wafer foundry industry revenues rise 16% in 2024 and to pick up further in 2025, says DIGITIMES Research
China's wafer foundry industry will generate US$13.22 billion in revenue in 2024, representing a 16% year-on-year growth, slightly exceeding the global growth rate of 14%. The revenue...
Friday 24 January 2025
Trump policies drive supply chain shift to Arizona
As TSMC's Arizona semiconductor fab prepares to begin mass production, the local semiconductor supply chain continues to strengthen. Industry experts suggest that if Trump promotes...
Friday 24 January 2025
Samsung faces triple dilemma: Galaxy S25 leans on Qualcomm chips
Samsung unveiled its latest trio of flagship smartphones this week, with promotional campaigns set to roll out across major global markets in the coming weeks. However, persistent...
Friday 24 January 2025
South Korea's system semiconductor market share set to drop to 1.6%—what's next?
The global IC design market is expanding rapidly, driven by the growth of AI. However, South Korea's system semiconductor sector, which currently holds a modest 2% market share, faces...
Friday 24 January 2025
Trump's push to reshore Taiwan's semiconductor supply chain sparks talent drain concerns
The Trump 2.0 era is set to reshape global geopolitics and supply chains, with Taiwanese manufacturers closely monitoring US interest and exchange rate policies. Experts warn that...
Friday 24 January 2025
Major Chinese chipmakers show resilience amid US crackdown
A newly released semiconductor patent innovation ranking places ChangXin Memory Technologies (CXMT), Yangtze Memory Technologies (YMTC), and Semiconductor Manufacturing International...
Friday 24 January 2025
TI outperforms market expectations despite a downturn in automotive and industrial sectors
Texas Instruments (TI)'s latest financial results for the fourth quarter show a nuanced performance, with overall revenue slightly declining yet exceeding market forecasts, indicating...
Friday 24 January 2025
Taiwan science parks explore shared energy storage as power solution
As Taiwan progresses toward its energy transition and net-zero carbon emissions goals, the energy storage market has emerged as a critical driver. Among recent developments, shared...
Friday 24 January 2025
Wood-based photoresist materials: Japanese papermaker targets 2nm process demand
Wood, traditionally used as raw material for paper, is now being explored as a potential source for semiconductor photoresists. According to a report by Nikkei, Japanese...
Friday 24 January 2025
India roundup: local EMS and semiconductor stars emerging
With India dedicating substantial incentives to bolster its local electronics supply chain, the country is witnessing the rise of new domestic companies within the semiconductor and...
Thursday 23 January 2025
Samsung reportedly halves foundry capex amid order shortage
Samsung Electronics plans to drastically reduce capital expenditure for its wafer foundry business by more than half in 2025, as the company grapples with a lack of customer orders...
Thursday 23 January 2025
Taiwanese export suppliers hesitant to react to Trump's trade policies, MOEA survey finds
Taiwan's Ministry of Economic Affairs (MOEA) has indicated that US President Donald Trump's most significant tariff policies are still pending announcement. A recent MOEA survey on...
Thursday 23 January 2025
TSMC prioritizes COUPE tech, eyes silicon photonics lead
TSMC is advancing its compact optical engine technology, branded as COUPE, a top priority among its emerging innovations. Nvidia CEO Jensen Huang, during a recent visit to Taiwan,...
Thursday 23 January 2025
Driven by 800G SiPh, LMOC expects quarterly increases in 2025
The demand for silicon photonics (SiPh) is set to accelerate in 2025, with the introduction of 800G silicon products into general-purpose servers. LandMark Optoelectronics (LMOC)...
Thursday 23 January 2025
Chinese foundries' offers remain less appealing to Taiwan IC design houses
Chinese foundries, despite their advanced process expertise and competitive pricing, remain less attractive to Taiwan-based IC design firms primarily due to intellectual property...